Retire with dignity.
Work with an independent, experienced full-service financial planning and an experienced tax firm.
Since 1984, we have helped families and businesses achieve their objectives with their portfolios. Have questions about investments, taxes, retirement, and/or estate planning? We would be glad to help.
We discuss with you your goals and assess if your current investment portfolio will meet your objectives. If necessary, we will recommend a custom-tailored investment strategy that will consider your risk tolerance and time horizon. We can then help you implement your strategy and provide ongoing support, monitoring, and adjustments designed with your goals in mind. Our fee structure will be discussed before any implementation of a recommended strategy.
Our firm is a family owned and operated organization. We work as a team assisting our clients with all of their financial needs, from goal-setting and investment management to tax preparation and planning. We are an RIA (Registered Investment Advisor) firm who are fiduciaries, which means we will always act in your best interest at all times. We earn more when you earn more.
Robert J. Basile has worked in the financial services industry for over 50 years. He guides our clients through the complexities of tax, investment, and other areas of financial planning as a CPA (Certified Public Accountant)
and Certified Financial Planner (CFP®).
Rob D. Basile has worked in the financial services industry since 1999. He has guided clients through the different aspects of the financial planning process, and adheres to the principles of honesty, integrity, and competence. He is currently a candidate for the CFP® exam and enrolled in the graduate program at the College for Financial Planning to earn an M.S. in Personal Financial Planning.
Tell us more about your goals, and we will get you started on a unique, tailored plan designed for you and your family or business designed to help you to achieve them.
2454 N. McMullen Booth Rd., Ste. 700, Clearwater, Florida 33759, United States
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Basile Financial Group, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Basile Financial Group, Inc. a Registered Investment Advisor in the States of Florida, New York and Colorado. Tax services are offered through Business Financial Solutions, Inc. an affiliated company.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Florida, New York and Colorado or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.